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Summit Trail Advisors, LLC: DOCS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on DOCS, newest first. How the timeline and the estimate are built.

Summit Trail Advisors, LLC held 67,387 DOCS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,387 shares
    Change vs previous 13F +4,883 shares

    0.02% of the 13F portfolio, value $1,397,606.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,504 shares
    Change vs previous 13F +7,852 shares

    0.02% of the 13F portfolio, value $1,456,343.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,652 shares
    Change vs previous 13F +5,680 shares

    0.04% of the 13F portfolio, value $2,419,991.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,972 shares
    Change vs previous 13F +4,874 shares

    0.05% of the 13F portfolio, value $3,582,302.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,098 shares
    Change vs previous 13F -1,281 shares

    0.05% of the 13F portfolio, value $2,704,971.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,379 shares
    Change vs previous 13F -528 shares

    0.09% of the 13F portfolio, value $2,633,343.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,907 shares
    Change vs previous 13F -4,663 shares

    0.09% of the 13F portfolio, value $2,450,975.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 50,570 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,203,335.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).